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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,202 | $65,704+431.5% | $94,229+270.6% | $59,633+485.6% |
| Participation rate | 67.6% | 72.1%-4.6pp | 78.8%-11.2pp | 68.7%-1.1pp |
| Annual return | -1.39% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $8,275 | $2,021+309.5% | $3,587+130.7% | $2,203+275.7% |
| Participant deferral / active EE | $8,647 | $3,143+175.1% | $4,320+100.1% | $3,192+170.9% |
| Admin fee / account holder | $11,742 | $4,265+175.3% | $6,269+87.3% | $4,297+173.3% |